See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,177 | $75,828-72.1% | $147,614-85.7% | $59,632-64.5% |
| Participation rate | 50.9% | 71.6%-20.6pp | 84.6%-33.7pp | 68.7%-17.7pp |
| Annual return | -1.84% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,189 | $3,130-62.0% | $4,895-75.7% | $3,192-62.7% |
| Admin fee / account holder | $904 | $5,985-84.9% | $11,611-92.2% | $4,297-79.0% |